Unclaimed
Oscar Emerson Ham is a financial advisor with over 30 years of experience in the industry. Oscar is a CERTIFIED FINANCIAL PLANNER™ professional and currently serves as an investment advisor representative for Sound View Wealth Advisors Group, LLC. Oscar has a strong track record of working with individuals, high net worth individuals, corporations, and charitable organizations. Oscar is registered with the state of Georgia and has a Series 7, Series 63, and Series 65 licenses. Oscar's previous experience includes positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions; insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing on eligible credit and cash management solutions
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GA
07/19/2023 - Present
Sound View Wealth Advisors Group, LLC (Savannah GA)
GA
01/09/1992 - 04/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAVANNAH GA)
IA
Issued 12/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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